SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 262 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,288,234 | -5.7% | 189,458 | -0.0% | 1.86% | -1.3% |
| Q2 2023 | $13,031,537 | +7.3% | 189,467 | +3.1% | 1.88% | -0.2% |
| Q1 2023 | $12,140,647 | +6.9% | 183,726 | +4.7% | 1.88% | +1.2% |
| Q4 2022 | $11,353,862 | +14.4% | 175,430 | +2.2% | 1.86% | +5.7% |
| Q3 2022 | $9,921,000 | +2.8% | 171,585 | +7.6% | 1.76% | +6.5% |
| Q2 2022 | $9,649,000 | -11.3% | 159,491 | +3.2% | 1.65% | -0.6% |
| Q1 2022 | $10,876,000 | -1.2% | 154,526 | -0.2% | 1.66% | +0.3% |
| Q4 2021 | $11,013,000 | +9.1% | 154,891 | +1.6% | 1.66% | +1.0% |
| Q3 2021 | $10,093,000 | -1.3% | 152,391 | +0.6% | 1.64% | -0.1% |
| Q2 2021 | $10,224,000 | -2.4% | 151,425 | -5.5% | 1.64% | -7.8% |
| Q1 2021 | $10,480,000 | +12.9% | 160,168 | -4.2% | 1.78% | +5.1% |
| Q4 2020 | $9,279,000 | – | 167,181 | – | 1.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 862,586 | $58,242,000 | 14.99% |
| First Pacific Financial | 313,674 | $21,179,000 | 11.69% |
| NorthRock Partners, LLC | 950,681 | $64,190,000 | 5.36% |
| Tradewinds Capital Management, LLC | 373,626 | $25,227,000 | 4.62% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 196,921 | $13,296,000 | 4.56% |
| Retirement Group, LLC | 139,335 | $9,408,000 | 4.53% |
| FAS Wealth Partners, Inc. | 684,060 | $46,188,000 | 4.33% |
| Lutz Financial Services LLC | 429,977 | $29,032,000 | 3.86% |
| KWB Wealth | 302,159 | $19,770,000 | 3.79% |
| ERn Financial, LLC | 140,615 | $9,494,000 | 3.36% |